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Foundation Wealth Management, LLC\PA: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundation Wealth Management, LLC\PA on DFAC, newest first. How the timeline and the estimate are built.

Foundation Wealth Management, LLC\PA held 274,292 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,292 shares
    Change vs previous 13F -1,658 shares

    3.67% of the 13F portfolio, value $12,167,595.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 275,950 shares
    Change vs previous 13F -11,245 shares

    3.78% of the 13F portfolio, value $10,723,430.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 287,195 shares
    Change vs previous 13F -38,781 shares

    4.13% of the 13F portfolio, value $11,370,032.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 325,976 shares
    Change vs previous 13F -22,049 shares

    4.87% of the 13F portfolio, value $12,572,885.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 348,025 shares
    Change vs previous 13F -39,209 shares

    5.4% of the 13F portfolio, value $12,473,215.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 387,234 shares
    Change vs previous 13F -49,136 shares

    6.08% of the 13F portfolio, value $12,774,855.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 436,370 shares
    Change vs previous 13F not available

    7.32% of the 13F portfolio, value $15,094,044.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).